Adam Oberman
Senior Investment Advisor
CIM®
FCSI®
B.Comm. (Hons)
Working together to help you achieve what truly matters to you
Phone
Office Location
Clarity · Conviction · Consistency · Communication
These principles are at the core of Adam Oberman’s approach to wealth management and client service.
With over 20 years at TD Wealth Private Investment Advice, Adam holds FCSI®, CIM®, Options Licensing, and a Certificate in Retirement Strategy. As a former TD Wealth Branch Manager, Adam has led and mentored a team of successful advisors, enhancing his leadership and financial expertise.
Adam specializes in total wealth planning—a comprehensive approach that combines Investment Management with Retirement Planning, Insurance Solutions, Will and Estate Planning, Tax Strategy, and Legacy Creation, engaging TD specialists where needed. By integrating these complementary components, Adam delivers tailored strategies that help build, grow, and preserve wealth for generations.
Adam is a Life Insurance Advisor with TD Wealth Insurance Services. Supported by a team fluent in English, Mandarin, and Cantonese, Adam delivers clear, personalized advice tailored to every client’s needs.
Based in Vaughan with his wife, Gloria, and their three sons, Adam enjoys skiing, hiking, taking part in his kids' activities, and traveling to explore new cultures, with recent trips including Spain, Japan, and Italy.
Phone
Fax
(905) 474-3783
Certificates
CIM®
FCSI®
B.Comm. (Hons)
An over 15 year veteran with TD Wealth
In collaboration with TD specialists, Adam brings a wide and powerful range of financial disciplines and personal empathy to his work as an Investment Advisor.
Adam holds a Chartered Investment Manager designation which means he has the expertise necessary to provide money management services to high net worth and institutional clients.
Adam is a former Branch Manager and Options Trading Supervisor. He has also trained and worked as a Proprietary Trader. He is a Life Insurance Advisor with TD Wealth Insurance Services.
Directly accessible to his clients
He is available by phone, e-mail and to meet in person not only during business hours, but also during evenings and weekends.
Market Commentary & Insights
Autumn 2024 | Continued Growing Pains
This was the headline just a decade ago. The American middle class, “long the most affluent in the world...lost that distinction.”. The new leader at that time? Canada — seen as a model for the rest of the world.